Item: Sundaram Medium Duration Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Medium Duration Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl

15.075 (0.003%)

NAV on February 21, 2025

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 43 cr

Turnover Ratio 78.32%

Expense Ratio 1.39%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

Min Investment 5,000

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Fund Manager Dwijendra Srivastava (Since over 14 years) Sandeep Agarwal (Since over 12 years)

ISIN INF903J01PM0

Fund Family Sundaram

Launch Date January 22, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.88 years

Yield To Maturity (%) 6.96%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	24.289	9.20%	1,879 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	29.599	8.85%	1,981 cr	0.55%	Low
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	47.369	8.65%	5,695 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	53.370	8.38%	6,552 cr	0.71%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Kotak Medium Term Direct Growth	24.289	9.20%	1,879 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	29.599	8.85%	1,981 cr	0.55%	Low

Sundaram Medium Duration Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl

previously known as Sundaram Med Term Bond Dir Yr IDCW-R until April 01, 2024